South Street Advisors LLC / HWM
South Street Advisors LLC’s Howmet Aerospace Inc Position
Does South Street Advisors LLC own Howmet Aerospace Inc (HWM)? Yes — 118.5K shares worth $27M (+3.96% of its 13F portfolio) as of Q1 2026, down from 121.9K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
118.5K
% of Portfolio
+3.96%
Quarters Held
19
currently held
Position History HWM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 118.5K | $27M | +3.96% |
| Q4 2025 | 121.9K | $25M | +3.51% |
| Q3 2025 | 133.5K | $26M | +3.43% |
| Q2 2025 | 140.6K | $26M | +3.88% |
| Q1 2025 | 146.0K | $19M | +3.10% |
| Q4 2024 | 160.9K | $18M | +2.70% |
| Q3 2024 | 162.5K | $16M | +2.47% |
| Q2 2024 | 183.9K | $14M | +2.16% |
| Q1 2024 | 231.5K | $16M | +2.53% |
| Q4 2023 | 229.5K | $12M | +2.32% |
| Q3 2023 | 229.9K | $11M | +2.14% |
| Q2 2023 | 226.8K | $11M | +2.23% |
| Q1 2023 | 258.6K | $11M | +2.25% |
| Q4 2022 | 258.5K | $10M | +2.25% |
| Q3 2022 | 258.2K | $8M | +1.97% |
| Q2 2022 | 261.6K | $8M | +1.87% |
| Q1 2022 | 264.3K | $10M | +1.80% |
| Q4 2021 | 266.9K | $8M | +1.49% |
| Q3 2021 | 220.8K | $7M | +1.31% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of HWM.